See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,038 | $85,766-0.8% | $136,294-37.6% | $70,131+21.3% |
| Participation rate | 86.8% | 74.2%+12.7pp | 81.9%+4.9pp | 69.5%+17.3pp |
| Annual return | 15.85% | 31.45%-15.6pp | 5155.94%-5140.1pp | 73.14%-57.3pp |
| Employer contribution / active EE | $8,401 | $2,966+183.2% | $4,695+78.9% | $2,342+258.7% |
| Participant deferral / active EE | $5,347 | $5,051+5.9% | $6,247-14.4% | $3,332+60.5% |
| Admin fee / account holder | $3,556 | $5,420-34.4% | $9,243-61.5% | $4,645-23.4% |